78 external wholesaler business development jobs found

  We're hiring on behalf of a rapidly growing real estate investment firm managing $6B+ in assets across necessity-based retail and healthcare. This firm is scaling aggressively and expanding its distribution team to support a diverse portfolio of DSTs and non-traded REIT offerings. What You’ll Do: Build and grow advisor relationships across RIA and IBD channels. Drive capital raise efforts for DSTs, 1031 exchanges, and non-traded REITs. Conduct in-person and virtual sales meetings across your assigned territory. Travel regionally 3–5 days per week to meet with advisors and attend events. Partner with an internal wholesaler to execute regional strategies. Track activities in Salesforce and align with National Accounts on key accounts. What We’re Looking For: FINRA Series 7 license (Required) Proven success raising capital as an external wholesaler Deep understanding of DSTs, 1031 exchanges, and REITs Strong...

Director of Business Development (External Wholesaler) Location: Montreal, Quebec Compensation: $100,000 - $120,000 base salary + commission About the Company: A boutique alternative investment firm based in Toronto, dedicated to providing innovative and high-quality investment solutions.  Role Overview: We are seeking a highly motivated and experienced Director of Business Development (External Wholesaler) to expand our presence within the Investment Advisor community and High Net Worth individual investors. This individual will be responsible for cultivating and maintaining strong relationships with financial advisors, driving sales growth, and promoting our alternative investment solutions. Key Responsibilities: - Develop and execute a strategic sales plan to increase distribution of the firm’s investment products. -    Build and maintain strong relationships with financial advisors at independent shops and high-net-worth...

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary Develop and create new business brokerage/sales activity via the distribution of Annuity products to agents nationwide through digital, face to face visits to conferences, meetings, agencies and agents directly. Job Description ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Prospect and profile producers for new and existing insurance sales...

Alternate Locations: Radnor, PA (Pennsylvania)     Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office   Relocation assistance:   is not available for this opportunity.   Requisition #:  76814   The Role at a Glance As an Internal Wholesaler, you will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for assigned area(s) of Internal Wholesale responsibility. In this position, you will initiate and/or follow up on more complex sales calls through inbound and outbound communications which result in an increase in sales revenue and market share within your assigned area of responsibility. What you'll be doing Building and maintaining strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives. Capturing and maintaining sales call data in appropriate...

Group 1001   is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees. Why This Role Matters:    The Regional Vice President (RVP), is designed to help drive sales growth of Delaware Life annuity products and services; drive key strategic sales initiatives and collaborate with the Delaware Life National Sales Consulting team to develop and deliver field plans and activities contributing to sales growth.  The role responsibilities also include effective and efficient management of the territory to deliver profitable product sales.  Actively engage in the use of data and...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This RVP role will cover the territory of Minnesota, Iowa, South Dakota, North Dakota, Wyoming, and Montana for our Corporate/Private Sector clients. Living within the states of either Minnesota or Iowa is strongly preferred. This is a fully remote job, but travel will be a weekly requirement. This is an H.99 band role. #LI-COLE   Job Description Summary Do you enjoy connecting with people to promote products that can improve the financial wellbeing of customers? If you can...

Job Classification: Sales - Sales At PGIM Global Wealth, we consider it a great privilege and responsibility to help investors participate in opportunities across the global markets while meeting their toughest investment challenges. We offer a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles, with over $95 billion in assets under management. This role can be Based in Colorado (Denver), Washington (Seattle), or Arizona (Phoenix). Coverage will be 7 states Northwest down to Arizona (not California) What you will do The External Wholesaler for RIA & Consultant Relations is responsible for representing all PGIM investment vehicles including Mutual funds, ETF’s, CIT’s, Institutional & Retail SMA’s, Limited Partnerships, & 401(k) platforms) to investment professionals in their respective territory. The External Wholesaler will engage Senior Partners, CIO’s, Directors of Research,...

Overview: Securian Financial is seeking a high-performing External Wholesaler (Regional Vice President) to drive sales growth and expand market presence across a large South territory. In this role, you'll serve as a trusted partner to brokerage general agencies, advisors, and key distribution partners, helping them grow their businesses through Securian's innovative linked benefit solution, SecureCare™. Working closely with a dedicated Internal Wholesaler, you'll own territory strategy, deepen relationships, and deliver impactful sales ideas that help financial professionals better serve their clients. Responsibilities include but not limited to:  Manage the Linked Benefit (SecureCare) sales effort for the south territory (TX, KS, MO, AR, LA, OK, NM, CO, MS) through personal visits to establish, maintain and strengthen relationships with assigned Brokerage General Agencies (BGA’s) as well as their employees and the advisors whom they support. Develop strong...

Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius,...

Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities, and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius,...

Founded in 1984, Symmetry Partners is a registered investment advisor committed to empowering independent financial advisors through evidence-based investment solutions and exceptional client service. We provide advisors with the tools, resources, and expertise they need to help their clients achieve financial success. Our culture is built on integrity, collaboration, and a relentless commitment to putting clients first. Position Overview The Internal Wholesaler supports business development efforts by identifying and advancing new opportunities, converting leads, and contributing to the growth of assets under management. This role partners closely with external sales to present Symmetry Partners' investment and advisory solutions, build and maintain relationships with advisors and prospects, and support ongoing client engagement. The position also collaborates with Marketing on targeted initiatives, monitors sales activity and performance metrics, stays current on industry...

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description External Wholesaler/Sales Executive Location: Denver | Hybrid About SS&C ALPS Advisors SS&C ALPS Advisors is a growing ETF issuer offering differentiated investment solutions across income, infrastructure, energy, commodities, and alternative strategies. In this sales position, your number one objective will be to drive AUM growth. As our AUM continues to grow, we need a dedicated individual focused on a specific territory in order to accelerate AUM growth. This role will accomplish...

Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius,...

Location Note: This is a hybrid role for our Wakefield, MA office. The Purpose of Your Role: Do you want to help advisors and employers make employer sponsored retirement plans easier, more effective, and more valuable for their people? We are seeking a relationship-driven Internal Retirement Plan Wholesaler to support the growth of Sentinel Group’s retirement-plan business. In this role, you will partner closely with external wholesalers to develop advisor relationships and support new-business opportunities. You will serve as a trusted resource for retirement plan advisors by helping them understand Sentinel’s retirement-plan capabilities, including open-architecture recordkeeping and administration, participant education, and applicable fiduciary-support services. You will help qualify opportunities, coordinate proposals and presentations, respond to advisor questions, maintain accurate pipeline information, and guide opportunities...

Join a team recognized for innovation, excellence, and industry-leading service. We’re seeking an Internal Insurance Wholesaler to partner with top wholesaling professionals and drive growth in Manulife’s Retail Markets business—a leading provider of insurance and investment solutions for Canadian families.    As an Internal Wholesaler, you’ll collaborate with External Wholesalers to manage a regional sales territory, strengthen advisor relationships, and uncover new opportunities to grow individual life and living benefits insurance sales. The ideal candidate is sales-driven, coachable, collaborative, and thrives in a competitive environment.  Position Responsibilities:  Proactively engage advisors to uncover and support sales opportunities  Manage daily tasks to meet productivity goals and advisor needs  Handle inquiries (case consultations, illustrations, product training)  Use data, analytics, and Salesforce to plan and execute 60-day business cycles...

Job Classification: Sales - Sales At PGIM Global Wealth, we consider it a great privilege and responsibility to help investors participate in opportunities across the global markets while meeting their toughest investment challenges. We offer a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles, with over $95 billion in assets under management. Coverage will be Chicago with the expectation that the person is based in the region. What you will do The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms. The...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  That’s why we’re actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to cover the Washington territory. The Consumer Markets Division leverages its strengths in product development, technology, service, and risk management to create retirement solutions for individuals, families, and...

Alternate Locations: Houston, TX (Texas)     Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location.   Relocation assistance:   is not available for this opportunity.   Requisition #:  76318   The Role at a Glance As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of southern Texas. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory. What you'll be doing Builds and directs a more complex relationship platform by identifying senior contacts within targeted...

Alternate Locations: Baton Rouge, LA (Louisiana)     Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location.   Relocation assistance:   is not available for this opportunity.   Requisition #:  76540   The Role at a Glance As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of Louisiana, Mississippi, Alabama, and the Florida Panhandle. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory. What you'll be doing Builds and directs a more complex relationship...

Job Classification: Sales - Sales At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading financial services institutions! Prudential’s Individual Retirement business is seeking a results-oriented External Wholesaler to grow fixed and variable annuity sales across the Bank/Wire and Edward Jones channel in Oregon, Washington, Montana, and Idaho. Reporting to a Divisional Sales Manager, this role combines strategic territory development, relationship management and point-of-sale support to help financial advisors address clients’ retirement income needs. The current employee work arrangement for this position is fully virtual, however individuals must currently reside in the territory, as travel through the assigned territory is required.  What you can expect: Develop and execute a territory...